FFN
Focus Financial Network Portfolio holdings
AUM
$2.53B
1-Year Return
18.55%
This Quarter Return
-16.18%
1 Year Return
+18.55%
3 Year Return
+81.68%
5 Year Return
+117.78%
10 Year Return
–
AUM
$1.21B
AUM Growth
-$224M
(-16%)
Cap. Flow
+$23.5M
Cap. Flow
% of AUM
1.94%
Top 10 Holdings %
Top 10 Hldgs %
34.31%
Holding
530
New
24
Increased
262
Reduced
166
Closed
51
Top Buys
| 1 |
VanEck Agribusiness ETF
MOO
|
+$4.46M |
| 2 |
Vanguard High Dividend Yield ETF
VYM
|
+$3.6M |
| 3 |
Shopify
SHOP
|
+$3.11M |
| 4 |
Apple
AAPL
|
+$3M |
| 5 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$2.79M |
Top Sells
| 1 |
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
|
+$8.28M |
| 2 |
Real Estate Select Sector SPDR Fund
XLRE
|
+$5.7M |
| 3 |
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
|
+$3.42M |
| 4 |
iShares US Technology ETF
IYW
|
+$2.58M |
| 5 |
Schwab US Broad Market ETF
SCHB
|
+$2.37M |
Sector Composition
| 1 | Technology | 11.43% |
| 2 | Healthcare | 5.32% |
| 3 | Consumer Discretionary | 3.85% |
| 4 | Financials | 3.68% |
| 5 | Industrials | 3.17% |
